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Realty Income shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of Realty Income (O) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in Realty Income

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All positions including Realty Income held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $852k 15k 56.37

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Golub Capital BDC (GBDC)

View all positions for Tred Avon Family Wealth

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Cohen & Steers Capital Management
Dimensional Fund Advisors
Jpmorgan Chase & Co
Raymond James Financial
Northern Trust
Charles Schwab Investment Management
Legal & General Group
APG Asset Management US
Invesco
UBS Group

View all funds holding Realty Income